$ZBRA · The Motley Fool · 2026-11-06
尽管本季度表现不佳、近期存在内存供应和成本问题，说话者仍认为Zebra是一门好生意，需求稳健延续至2027年及以后；按约15倍预期市盈率、且仓库自动化是他所相信的趋势，他认为这是一个买入机会。
逐段跳播
Dan，我在看 Zebra Technologies，股票代码 ZBr。先说清楚，他们叫 Zebra 并不是因为跟动物打交道。不过，那该多酷啊？那样的话我肯定会买这只股票。他们叫 Zebra 是因为他们用条形码做库存追踪系统，记得吗？
就像小斑马一样，还有很多其他技术。越来越多的其他技术是大量的仓库自动化，知道仓库里某样东西在哪里，观察它在系统中流转。他们在这块业务上有很多布局。但这个季度的问题在于，这是一个糟糕的季度。
这并非他们独有。很大一部分是与内存相关的噪音。他们拿不到内存，价格也比过去更高。所以他们有一些短期问题。不过我仍然认为这是一家很棒的企业。如果你看 2027 年及以后的需求，看起来是稳健的。
我非常看好仓库自动化这一趋势，而 Zebra 的市盈率约为预期盈利的 15 倍。对我来说，这看起来是一个买入机会，Dan。
Dan, I'm looking at Zebra Technologies, ticker ZBr. And just to be clear, they are not called Zebra because they work with animals. Although, how cool would that be? And I definitely invest in that stock, but uh they are called Zebra because they make inventory tracking systems with barcodes, remember?
Like little zebras and a lot of other tech. Increasingly, that other tech is a lot of the warehouse automation, knowing where something is in your warehouse, uh watching it flow through the system.
There's a lot of they're there for this business. But the issue in the quarter, it was a bad quarter. It wasn't unique to them. A lot of it was noise related to memory. They can't get it.
It's higher price than than it has been in the past. So, they have some near-term issues. I still think that this is a great business, though. Uh, if you look, demand into 2027 and beyond looks solid.
I am a big believer in the warehouse automation trend and Zebra trading at about 15 times expected earnings. This looks like a buying opportunity for me, Dan.